by Natalie Harris | Apr 30, 2025 | Advisor News, Advisors, Employer News, Employers, General News, Latest
Waco, TX (May 1, 2025) Entrepreneur Of The Year celebrates ambitious entrepreneurs who are shaping the future Ernst & Young LLP (EY US) announced the finalists for the prestigious Entrepreneur Of The Year 2025 Southwest Award. Now in its 40th year, the...
by Natalie Harris | Apr 28, 2025 | Advisor Articles, Advisors
April 28, 2025 | By Theresa Conti, Industry Consultant Retirement plan pricing remains a nuanced and often complex topic. But for plan sponsors, understanding how fees work is essential to making informed decisions—and for financial advisors, it’s critical to help...
by Natalie Harris | Apr 28, 2025 | Advisor Webinars, Advisors
April 28, 2025 With more states requiring employers to offer retirement plans, advisors have a growing opportunity to guide clients through state mandates and alternative solutions. In this on-demand webinar, JULY’s COO, Blake Willis, explains how Pooled Employer...
by Natalie Harris | Apr 22, 2025 | Careers
Apply Job Description July Business Services (JULY) is seeking an individual for Participant Service Associate. In this role, you will assist retirement plan account holders with questions about their retirement plan via phone call, email, and chat. This position is a...
by Natalie Harris | Mar 31, 2025 | Careers
Apply Job Description July Business Services (JULY) offers a unique opportunity to enhance client relationships and payroll processing for an external book of business while also performing internal payroll for the JULY team. Initially, time will be largely spent...
